Harvest Investment Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Harvest Investment Services’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Sell	1,192 -60	-5%	-$20K	0.06%	260
2026 Q1	$374K	Hold	1,252	–	–	0.07%	240
2025 Q4	$394K	Sell	1,252 -186	-13%	-$58.1K	0.07%	223
2025 Q3	$443K	Sell	1,438 -114	-7%	-$33.8K	0.09%	208
2025 Q2	$443K	Buy	1,552 +3	+0.2%	+$790	0.1%	205
2025 Q1	$398K	Buy	+1,549	New	+$420K	0.11%	182

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harvest Investment Services's VV Position: Q2 2026 in Review

Harvest Investment Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.8% in Q2 2026, selling an estimated $20K and leaving 1,192 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #260.

Harvest Investment Services first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $443K in Q2 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Harvest Investment Services held 1,192 shares of Vanguard Morningstar Large-Cap ETF worth $410K as of Q2 2026.
Harvest Investment Services sold 60 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $20K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Harvest Investment Services's portfolio in Q2 2026, its #260 holding.
Harvest Investment Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Harvest Investment Services's Vanguard Morningstar Large-Cap ETF position peaked at $443K in Q2 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.